Wealth Planning

How to Choose a Trustee for a Living Trust

December 14, 2023

Paul Hynes
Paul Hynes

Director in Wealth Management, Partner

Paul joined Aspiriant in 2021 via a merger with HearthStone Private Wealth Management, the San Diego firm he co-founded with business partner, Wendy Wildey. Paul serves as a Director in Wealth Management and Aspiriant partner. Paul also directs the fiduciary investment services team at Aspiriant. He brings more than 35 years of experience in the financial services industry.

Prior to joining the firm, Paul served 11 years as president and CEO of HearthStone. Before that, he spent 22 years with a large Wall Street brokerage firm. During that time, the firm changed its name 13 times and is currently known as Morgan Stanley.

Paul earned a Bachelor of Arts degree in Psychology from the University of Virginia. He earned the right to use the Certified Financial PlannerTM Professional designation in 2012. Paul founded Senior Safe & Sound, a non-profit educational resource and video library that seeks to educate and empower senior citizens and those they love to prevent elder fraud and abuse. He serves on the Investment Advisory Board of United Way of San Diego, as well as several other non-profit boards and committees.

Paul and his wife of over 40 years, Joanie, are empty nesters after raising two incredible and wonderful humans, Chris and Lauren. Together they enjoy sports of all kinds — currently golf, tennis and pickleball are favorites. They also enjoy travel, wine tasting and reading.

Myles D. Rush
Myles D. Rush

Director in Wealth Management, Partner

Myles joined Aspiriant in 2016 as part of our merger with Hokanson Associates.

Myles began his professional career at Blue Summit Wealth Management in San Diego, a boutique wealth management firm specializing in socially responsible investing, where his primary responsibility was creating financial plans to help clients stay on track to meet their financial and life goals.

Prior to starting his career in wealth management, Myles was a language enthusiast, who lived in Lyon, France for a year on a Rotary Ambassadorial Scholarship, and subsequently taught French at San Diego State University.

In 2014, Myles was a member of the first cohort to participate in the Charles Schwab Executive Leadership Program, which focused on five key areas of practice management – positive leadership, managing innovation, talent management, strategic marketing, and entrepreneurship.

Originally from the Bay Area, Myles completed his undergraduate degree at the University of California, Santa Barbara and holds a Master’s degree in Business Administration, with an emphasis in Financial and Tax Planning. He also holds a DEUF diploma from Université Jean Moulin Lyon III in Lyon, France and an International Business Certificate from Monterrey TEC in Monterrey, Mexico. Myles has earned his Certified Financial Planner credential.

Myles is a member of the San Diego Coastal Rotary club. He is also a member of the Board of Directors at Casa de Amistad, a community organization that provides tutoring, educational support, and character development for underserved children and teens in coastal North County San Diego.

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